V-Square Quantitative Management’s Caterpillar CAT Stock Holding History

V-Square Quantitative Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.17M	Buy	8,844 +724	+9%	+$614K	0.66%	17
2026 Q2	$8.65M	Sell	8,120 -486	-6%	-$427K	0.82%	15
2026 Q1	$6.1M	Buy	8,606 +164	+2%	+$114K	0.64%	16
2025 Q4	$4.84M	Buy	+8,442	New	+$4.69M	0.5%	23
2025 Q3	–	Sell	-9,250	Closed	-$3.59M	–	218
2025 Q2	$3.59M	Sell	9,250 -217	-2%	-$72.3K	0.48%	29
2025 Q1	$3.12M	Buy	9,467 +459	+5%	+$163K	0.46%	38
2024 Q4	$3.27M	Buy	9,008 +68	+0.8%	+$26.4K	0.46%	32
2024 Q3	$3.5M	Buy	8,940 +906	+11%	+$313K	0.51%	28
2024 Q2	$2.68M	Sell	8,034 -430	-5%	-$149K	0.43%	34
2024 Q1	$3.1M	Buy	8,464 +2,141	+34%	+$684K	0.43%	32
2023 Q4	$1.87M	Buy	6,323 +2,280	+56%	+$591K	0.33%	40
2023 Q3	$1.1M	Buy	4,043 +1,003	+33%	+$272K	0.49%	28
2023 Q2	$748K	Sell	3,040 -213	-7%	-$47.5K	0.55%	35
2023 Q1	$744K	Buy	+3,253	New	+$786K	0.69%	35

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

V-Square Quantitative Management's CAT Position: Q3 2026 in Review

V-Square Quantitative Management increased its Caterpillar (CAT) stake by 8.9% in Q3 2026, buying an estimated $614K and bringing the position to 8,844 shares worth $7.17M. The position accounts for 0.66% of the portfolio, ranked #17.

V-Square Quantitative Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.65M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

V-Square Quantitative Management held 8,844 shares of Caterpillar worth $7.17M as of Q3 2026.
V-Square Quantitative Management bought 724 Caterpillar shares in Q3 2026, an estimated $614K.
Caterpillar made up 0.66% of V-Square Quantitative Management's portfolio in Q3 2026, its #17 holding.
V-Square Quantitative Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
V-Square Quantitative Management's Caterpillar position peaked at $8.65M in Q2 2026.
821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.